Impact of elevated fuel costs on FY26 earnings outlook
22/04/2026 09:00 NZST, GENERALP
MARKET RELEASE
NZX/ASX Code: EBO
Impact of elevated fuel costs on FY26 earnings outlook
22 April 2026 – EBOS Group Limited (“EBOS or the Group”) today provides an update on the impact of elevated fuel prices and broader energy cost pressures on the Group’s FY26 earnings outlook.
The Group remains committed to continuing its role as an essential part of the healthcare system by providing uninterrupted and reliable service to customers, patients and communities during this period of elevated cost pressure.
Fuel prices have increased materially in recent months, driven by global supply dislocation and heightened geopolitical risks. In addition, there is a lesser impact on the price of hydrocarbon related consumable products, for example plastic wrapping and polystyrene foam. This has resulted in higher direct transport, consumables and logistics costs across the Group’s operations, particularly within our distribution intensive businesses. While underlying demand across the Group remains stable, the pace and extent of fuel and consumables cost increases during the second half of FY26 have exceeded the Group’s previous assumptions.
The Group has a range of pricing and operational levers to mitigate higher fuel and consumables costs, however a meaningful proportion of the recent increases are not expected to be addressable this financial year. This in part reflects the essential role EBOS plays in the Australian and New Zealand healthcare supply chain, where service continuity requirements, Government arrangements such as the Community Service Obligation (CSO), as well as customer affordability considerations, may limit the ability to fully or immediately pass through fuel cost inflation.
EBOS and its businesses, particularly Symbion, are actively engaged with relevant stakeholders, including the Australian Government, in relation to fuel cost recovery. However, at this point there is no clarity on the timing or outcome of these discussions.
The Group is implementing a series of efficiency and mitigation actions and, while the current outlook for fuel and energy costs is too uncertain to estimate any impact beyond FY26, we expect these actions will partly offset higher costs in FY27.
Update to FY26 earnings outlook
Based on current assumptions for the remainder of FY26, the Group now expects FY26 underlying EBITDA of approximately $610–$620 million, compared with prior guidance of $615–$635 million.(1)
This reflects additional costs of $5 - 10 million, absorbed by the Group in maintaining service continuity, as opposed to a change in underlying demand or the long term earnings profile of the Group.
The estimated impact assumes fuel supply and pricing conditions remain broadly consistent with current levels for the remainder of FY26, and there are no material changes as a result of fuel and input cost recovery mechanisms or to broader economic trading conditions.
The Group remains focused on maintaining consistent service delivery and operational continuity across its healthcare distribution network while navigating the current cost pressures.
This market release was authorised for lodgement with NZX and ASX by the Board of EBOS Group Limited.
(1) All currency amounts are in Australian dollars. Underlying EBITDA means earnings before interest, tax, depreciation and amortisation adjusted for one-off items
For further information, please contact:
Investor Relations
Cameron Sinclair
Head of Investor Relations
EBOS Group
+61 412 430 393
cameron.sinclair@ebosgroup.com
Media Contacts
John Bennetts
Head of Corporate Affairs and Communications
EBOS Group
+61 498 000 897
john.bennetts@ebosgroup.com